JPI icon

Nuveen Preferred Securities & Income Opportunities Fund
JPI

Overview Fund Activity

51 hedge funds and large institutions have $47.5M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+2
Holders Change %
+4.08%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
11
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MOS
MGO One Seven
Ohio
+$7.84M
2
Morgan Stanley
Morgan Stanley
New York
+$2.39M
3
Truist Financial
Truist Financial
North Carolina
+$1.35M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$548K
5
Bank of America
Bank of America
North Carolina
+$315K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$1.45M
2
SFS
Shaker Financial Services
Virginia
-$689K
3
CA
Cornerstone Advisory
Maryland
-$615K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$580K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$300K
Name Holding Trade Value Shares
Change 		Shares
Change %
HF
26
HRT Financial
New York
$261K +$261K +12,585 New
DWP
27
Daymark Wealth Partners
Ohio
$237K – – –
CRC
28
Curi RMB Capital
Illinois
$233K – – –
SOS
29
Silver Oak Securities
Tennessee
$233K +$233K +11,196 New
CWP
30
Concord Wealth Partners
Virginia
$221K +$5.41K +260 +3%
CAMV
31
Concord Asset Management (Virginia)
Virginia
$221K +$221K +10,605 New
SFA
32
Sequoia Financial Advisors
Ohio
$220K +$220K +10,566 New
QCM
33
Quantinno Capital Management
New York
$204K +$204K +9,820 New
WWM
34
Wagner Wealth Management
South Carolina
$202K +$202K +9,727 New
Comerica Bank
35
Comerica Bank
Texas
$141K – – –
HI
36
Harbour Investments
Wisconsin
$79.7K +$31.5K +1,514 +65%
GWM
37
Geneos Wealth Management
Colorado
$62.8K -$80.4K -3,867 -56%
HIA
38
Harbor Investment Advisory
Maryland
$52K – – –
BCMLT
39
Beacon Capital Management LLC (Tennessee)
Tennessee
$49.5K – – –
OWA
40
Opal Wealth Advisors
New York
$41.6K – – –
AF
41
Allworth Financial
California
$33.7K +$458 +22 +1%
PS
42
Principal Securities
Iowa
$26K -$3.74K -180 -13%
TH
43
TCTC Holdings
Texas
$16.6K – – –
CA
44
CoreCap Advisors
Michigan
$14.6K – – –
AF
45
Advisornet Financial
Minnesota
$13.9K – – –
FIA
46
FNY Investment Advisers
New York
$12K – – –
AAS
47
Ameritas Advisory Services
Nebraska
$10.4K +$10.4K +500 New
GRP
48
Global Retirement Partners
California
$6.93K +$6.93K +333 New
SS
49
Sunbelt Securities
Texas
$6.82K – – –
UB
50
UMB Bank
Missouri
$4.16K +$4.16K +200 New
1
2
3